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North Texas Wealth Management
- Service
- Sound
- Goals
“Since the beginning they have made sound decisions on our investments and many of the investment strategies I new nothing about, yet they have paid off over the years.”
Best Financial Advisors in Allen, TX
24 firms listed · 12 in Allen · 1 open 24/7 · 7 open weekends · 17 rated 4.5+
Data verified October 15, 2026
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ACT Wealth Management
- Team
- Needs
- Attention
“Dan Archer and his team have been tremendous in their wealth management services, dedicated resources, and personal attention to our unique special needs.”
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Vision Financial Planning
“Wade Arnold has been our financial advisor for more than 20 years and has always done an excellent job.”
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Jason Jupiterwala - Abiding Wealth Partners
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Revere Asset Management
“Excellent podcasts and financial commentary!”
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Wealth Management Group
The 24 firms listed for Allen, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Allen, TX
Of the 24 firms we list here, 12 are in Allen itself and 12 come from towns including Plano (3, 6 mi), McKinney (2, 6 mi) and Frisco (2, 9 mi). 17 of the firms on this page have a rating, from 4.5 to 5.0 across 1,186 reviews; 7 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), quality (80%) and responsiveness (80%). The topics that come up most in reviews of the firms on this page are "knowledge", "attention to detail" and "expertise". 1 is open around the clock; 7 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), accounting services (2), investment planning (2), retirement planning (2) and tax services (2). 2 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers urgent consultations and 3 offer a free initial consultation. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Allen take financial planning bookings online?
5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Core CFO Consulting
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Cadence Financial Advisors
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Northwestern Mutual: Loren Hsiao
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Fast Investments
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Rodd Newhouse - 44 Management
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Blue Rock Capital Investment Company
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John Wucinski, Cpa, CFP
- Expertise
- Future
- Financial
“Lauren and the Wucinski team did a great job and identified some opportunities for us by asking the right questions, they've been fantastic to deal with these past few years.”
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On the Mark Money
- Knowledge
- Company
- Future
“They consistently direct me toward high caliber short term and long term investment strategies while also keeping me abreast of the headwinds facing the economy and potentially my investments.”
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Your Money Matters | Tax Preparation Office
- File
- Company
- Efficient
“We have been using his services for both our personal and LLC taxes and he is always on the lookout for any opportunity that we were not including or aware of.”
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Eaton, Quenzer & Associate
- Team
- Financial
- Company
“They provide materials that help me stay organized, and when I have questions, they respond immediately, listen carefully, and give me information that is clear, succinct and accurate.”
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Fierce Financial Planning Services
- Education
- Tax Laws
- Company
“Very professional, dedicated and experienced, thought I would've ended up owing, thanks to fierce financial planning I got a refund, won't be going anywhere else!!!”
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Generational Group
“This insightful presentation in itself has saved us years of knowledge gathering and broadened the horizons of what we dreamed of achieving with our company.”
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Cain Watters & Associates
“From tax planning to estate planning to managing our dental office and personal finances, we know we are in great hands and doing what's best for our practice and employees.”
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Harman Cpas and Associates (Formerly Harman Crowell Dias Cpas
- Cost
- Financial
- Tax Returns
“I met Kevin and not only he explained why i received cp2000 but also next correct coarse of action to respond to letter cp2000 along with amending tax.”
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Blair Financial Advisors
- Passion
- Respect
- Attention
“He is very professional and genuinely cares about his clients and goes that extra mile to make sure they feel confident about their future with his company.”
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Thompson Financial & CO
- Company
- Team
- Credit Score
“He will do everything in his power to set you up for a great future by doing what needs to be done in getting your credit right amongst other services he offers.”
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Brindle & Bay Wealth Management
- Questions
- Advisor
- Understand
“Not only do we receive financial advice tailored to our particular set of circumstances, but we're also treated as extended family at every step in the process.”
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Dewitt & Dunn
- Goals
- Product
- Retirement
“My family has been doing business with Cathy for about 14 years we went to her office to invest in retirement right away she made away she made us feel like family.”
Why these companies made our list
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